Workflows are a powerful tool for designing and building Projects, allowing you to control how tasks move through different stages and how those stages interact.

Creating Workflows

Workflows are created when creating new annotation Projects, and when creating Workflow templates.
Workflow workspace
  • Manage Collaborators allows you to seamlessly add users to your Workflow as collaborators, which can be added to different stages of the workflow.
  • Add stage allows you to add more stages to your Workflow.

Workflow Stages

This section contains details for all Workflow library components.
To add library components to the canvas, click the Add stage button and then drag-and-drop the components onto the canvas.


Managing collaborators


User permissions

PermissionAdminTeam ManagerReviewerAnnotatorAnnotator & Reviewer
Attach / Detach datasets
Attach / Switch ontology
Delete
Invite team members
Manage team permissions
Manage admins
Annotate & review tasksReview onlyAnnotate only
Confirm annotations
Control assignments and status

Workflow stage level collaborators

Collaborators can be added to a workflow stage by clicking + on a card that has been added to the workflow canvas.
Learn how to add collaborators to different stages of a Project by visiting the relevant sections in this document: If no collaborators are specified at a given stage, all users with permissions are added by default. For example, if no collaborators are specified at an Annotate stage then all collaborators with the following roles will be added by default:
  • Annotator
  • Annotator & Reviewer
  • Team Manager
  • Admin

Templates

Workflow templates allow you to save and reuse your most common workflows. You can then use these templates to create new annotation Projects, ensuring consistency and efficiency.

Create Templates

New Workflow templates can be created each time a new Workflow is created.
  1. Navigate to the Projects section of the Encord platform.
  2. Navigate to the Templates tab.
  3. Click Create template.
  1. Create your Workflow. Ensure your Workflow has a title.
  2. Click the Create workflow template button. The template is saved in the custom templates section.

Edit templates

You can edit Workflow templates after they have been created.
  1. Navigate to the Projects section of the Encord platform.
  2. Navigate to the Templates tab.
  3. Select the template you want to Edit.
  4. Click the Edit button in the top-right.
  5. Edit the template.
  6. Click Save changes.
You can not edit the start node.

Template Collaborators

  1. Click the + Invite collaborators button.
  1. Select a user role for the collaborator by choosing an option from the list.
  2. Type the email address of the user you’d like to add and select the user from the list.
  3. Click the Add button to add the user with the specified role.

Delete Templates

To delete a template, click the red Delete icon next to the template.